Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave — Panjiva
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Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

Brazil 416 Business Sentiment 220 Canada 530 China 3053 Colombia 74 Cons. Discr. - Autos 1251 Corp - Ports 911 Corp - Shipping 1030 Energy - Coal 69 Energy - Conventional 469 Energy - PetChem 30 European Union 882 France 168 Germany 268 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Israel 29 Italy 68 Materials - Chemicals 273 Mexico 929 Mode - Containerized 1525 Mode - Rail 120 Mode - Seaborne 1846 Mode - Truck 75 Saudi Arabia 50 Spain 58 Strikes 78 Tariffs 1870 Theme - Canals 141 U.S. 5404

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging from paint additives tire materials, while supplier disruptions have cut back US gulf coast output of key food and packaging chemicals. Elsewhere in commodities, trade limits reign with export controls on coal from Colombia and fertilizer supplies from mainland China.
• In technology, Apple...

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